Tag Archives: FAMR

The argument is central to most pension debates at the moment. There are some who would have everyone who reach 55 meet with an adviser. Others who would limit the pension freedoms to those prepared to pay advisers to manage … Continue reading →

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Today is a big day for funds disclosure in the UK. It is the day hands to the FCA, the template created by the Institutional Disclosure Working Group. This template will facilitate the collection of data on the costs and charges … Continue reading →

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I’m looking forward to a breakfast meeting at the CSFI to hear a conversation between Romi Savova and several sceptics who don’t get the Pension Bee proposition. As I’ve mentioned on this blog several times, I admire Pension Bee and … Continue reading →

Henry Tapper and Pension PlayPen response to FCA’s paper DP18/1 Effective competition in non-workplace pensions This is the response of Henry Tapper and the Pension PlayPen. It is not a response on behalf of any other organisation that Henry Tapper … Continue reading →

First the facts The Treasury has upped the amount savers will be able to draw from their pensions to pay for financial advice from £500 to £1,500. In August, the Government set out plans for a £500 “pensions advice allowance” … Continue reading →

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The Government intends to extend tax breaks on pensions to allow those with pension pots to use them to pay for advice. The details are in this consultation document. The fundamental premise is that taking financial advice on retirement matters … Continue reading →

The Financial Conduct Authority has published the results of its survey of firms providing financial advice. The results make for depressing reading. Of the sample, 72% of firms said that customers’ preference for personal interaction with an adviser was a … Continue reading →

The principal purpose of the Financial Advice Market Review carried out by the FCA and sponsored by Harriet Baldwin (Chief Economic Secretary to the Treasury) is to broaden the availability of advice to ordinary people. Critical to the purchasing of … Continue reading →

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“Now is not the time to change pensions tax relief”. The words of the Treasury’s press release that spelt the end of radical pensions reform (for now). Oh what an opportunity missed – and for what? To keep a party … Continue reading →